Easy Work Order Assignment

Challenge:

Provide an easy way to facilitate paperless workflow. The ‘Assign To’ field is available on work orders to associate a work order with one employee. This column can also be pre-assigned to an asset or a PM master record. Event notification may be used to email the ‘Assign To’ person on work order NEW or EDIT

Solution:

• Step 1 – In the Personnel module check the ‘Assign To’ box for appropriate employees.
• Step 2 – As applicable, pre-assign assets or PM’s using the ‘Assign To’ column.
• Step 3 – The ‘Assign To’ may also be selected on corrective and PM work orders on the detail tab.
• Step 4 – Create queries for each employee to display their open assigned work orders and set as default query.

Benefit:

Users will be able to find the work assigned to them quickly to review, edit, complete or close.